Actlogica

T-Hub Phase II, Gachibowli, Hyderabad, 500032

A & D Software
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About Actlogica

Actlogica is a wealthtech company that builds multiple software solutions for the businesses in the wealth management ecosystem. Our product FinFlo Enterprise is an innovative wealth management Software delivered as a service. FinFlo automates front, middle and back office functions of a wealth management business. FinFlo also offers a free investor mobile app that is modern & innovative and available on both iOS and Play Store.

Year Established
2021
No. of Active Users
20
No. of Employees
19

Key Officials

  • Ameet Ayare
    Chief Executive Officer

About Products & Services

Key Benefits to Clients

  • Professional and analytical reporting
  • Intuitive mobile app with detailed dashboards
  • Whole of market reporting including held away assets, PMS, AIF, Bonds etc
  • Order approval workflow built into the mobile app
  • Average investor portfolio size 49L+

Key Benefits to Professionals

  • Automation of wealth management business functions
  • OMS - Order book and settlement book recon
  • Consistent client experience across multiple order types
  • BSE Star & NSE NMF Support for Mutual Funds
  • Investor account structuring based on investor needs - goal based or strategy based
  • Reports - Automated Corporate Actions, CGT, Holdings, Performance, Executive Summary, Point to Point reporting, Advisor Commentary etc
Account Based Pricing:
Fixed: 9,950 per month for 60 clients Variable: additional 1,450 per month for every 10 clients after 60
Revenue Share Model
Not Applicable

Subscription / Empanelment Process

To be listed as an Advisor at Actlogica:

  1. Visit the Website for more details
  2. Drop an Email to hello@actlogica.com or via the form below
  3. We will get in touch with you to take it forward

Eligibility Criteria

Any MFD or RIA looking for simple and effective management of investors portfolio that may be directly or indirectly connected to financial goals of the investor.

Special Offer for NFP Promembers

20% First Year or 10% for Three Years discount on overall invoice

Contact Actlogica

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Express your interest or drop in your concerns in the form below, and we will reach out to you directly.

NFP Partner Contact Form - Actlogica

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